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Zydus Wellness hosted a conference call on July 30, 2025, which was represented by Mr. Umesh Parikh, CFO; Mr. Tarun Arora, CEO; and Mr. Ganesh Nayak, Director.

Key takeaways of the call

In Q1 FY26, rural growth continues to outpace urban growth rates. Persistent input cost inflation is expected to ease in coming quarters.

Management highlighted that non-seasonal portfolio remained strong. While shorter than usual summers and unseasonal rains have affected the seasonal brands.

Despite seasonal impacts, management expects double-digit revenue growth over the next 2-3 years.

Quick Commerce and E Commerce maintained strong growth momentum. Tier 2 and Tier 3 cities positioned as next phase growth drivers.

Organized trade saliency continued to improve, reaching 30.9% in Q1 FY26, up from 23.3% in Q1 FY25. Within this, e-commerce contributed 14.5%...

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